Market Overview

The “real” Atlanta Fed’s reading of Q1 GDP went off a cliff to less than 1%:No one has the slightest idea of what is happening as insane levels of debt distort the model’s that...

The election of the 45th president brought with it great enthusiasm for the U.S. economy to break out of its eight-year growth malaise and to provide it with a huge adrenaline shot of inflation. But...

The U.S. dollar ended last week on a high note as confidence regarding the world’s largest economy remained high. European currencies are still fragile due to the long process of taking the...

As we enter into the second quarter of 2017 one question is swirling around my mind: are the markets overestimating the amount of geopolitical risk in Europe whilst underestimating the risk of a...

True inflation expectations lower than statedNominal wages are affected too Don't count on much wage drift Powerful headwind for the Riksbank To read the entire report Please click on the pdf File...

US NFP is expected to be around 176K, and considering the Fed’s rate tightening actions and the possibility for up to 3 more rate hikes this year, a strong consistent job gain is what will keep...

US ISM Non-Manufacturing PMI is a leading indicator and we should see plenty of market reaction if we get a surprise release today… Considering the US service’s sector encompasses over...

US ADP NFP Employment Change is usually a good representation of Friday’s BLS Nonfarm Payroll Report, but since we have both PMI’s and the ADP ahead of the report, it is important to...

US ISM Manufacturing PMI are back to be scheduled in the same week with Nonfarm Payroll Report, therefore if we get a strong surprise, we could see sustained market trend following the release all the...

AU RBA Interest Rate Decision today is likely a no surprise as central bank officials are expected to keep rates unchanged. In the highly unlikely event of a surprise, we should see violent market...

UK Manufacturing PMI has the potential of changing short-term GBP trend but with Brexit already triggered since last week, market’s reaction will be very important to gauge sentiment. At any...

It’s the first day of the new quarter and there are a number of key themes that need to play out through the month and quarter. Economic data and politics (notably U.S. and France) will dominate...

Monday April 3: Five things the markets are talking aboutGlobal stocks and the “mighty” dollar are starting Q2 on a positive note despite investor caution ahead of the first...

The value of international diversification was on display from a US perspective in March as foreign stocks and bonds topped the performance list for the major asset classes last month. Markets in the...